See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,153 | $94,529+288.4% | $140,016+162.2% | $64,186+472.0% |
| Participation rate | 95.1% | 84.1%+11.0pp | 87.5%+7.6pp | 69.6%+25.6pp |
| Annual return | 13.65% | 7.77%+5.9pp | 651.12%-637.5pp | 7.63%+6.0pp |
| Employer contribution / active EE | $10,976 | $3,812+187.9% | $5,606+95.8% | $2,381+361.0% |
| Participant deferral / active EE | $1,386 | $5,250-73.6% | $6,927-80.0% | $3,470-60.1% |
| Admin fee / account holder | $831 | $6,741-87.7% | $10,705-92.2% | $4,888-83.0% |